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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,040 | $73,787-10.5% | $98,716-33.1% | $82,448-19.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | -0.37% | 18.57%-18.9pp | 31.81%-32.2pp | 41.64%-42.0pp |
| Employer contribution / active EE | $3,462 | $1,511+129.1% | $2,279+52.0% | $2,551+35.7% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $19 | $6,500-99.7% | $8,703-99.8% | $7,234-99.7% |